Financial Wellness Day - Chicago
Date and time
Location
ELCA Lutheran Center - Full Epiphany Room
8765 W. Higgins Road Chicago, IL 60631Description
When you’re immersed in the joys and challenges of serving others, it can be easy to put your financial goals on the back burner. Let’s make building a solid financial foundation easier by doing it together. Join us for Financial Wellness Day — a half-day workshop offered by Portico Benefit Services – at no cost to you. During this interactive workshop, we’ll provide tools and resources to help you enhance your financial confidence today while also preparing for tomorrow’s goals.
Agenda
8:30 – 9am: Registration
9 – 9:30am: What is financial well-being?
9:30 – 10:45am: Where are you today?
10:45 – 11am: Break
11 – 12:15pm: Where are you going?
12:15 – 12:30pm: What will you do next?
FAQs
Is there any pre-work to complete before I attend the workshop?
Yes! To get the most out of the session, please complete this online values exercise by Think2Perform before you come to the event and bring your results with you.
Will there be time for individual conversations during the event?
No, sadly there is not enough time to meet with each person individually. While there will be time to ask individual questions, we believe that one-on-one planning conversations are best done with a financial planner. After the workshop, a Portico Financial Planner will contact you to schedule a conversation about your unique planning needs. Just bring your questions and appetite to learn.
What is the cost to attend?
None, it’s available at no out-of-pocket cost to you.
Can I bring my spouse?
Yes! Please register them along with yourself.
Can I attend if I'm over 40?
Absolutely! All are welcome – regardless of age. The content is geared toward a younger audience but applies to people of any age.
What is the cost to attend?
None, it’s available at no out-of-pocket cost to you.
What is the registration deadline?
Please register by June 26, 2019.
Is there a minimum attendance requirement?
Yes, we must have at least thirty registrants one month prior to the event, or we may need to cancel the event. Please invite your colleagues and promote the workshop by sharing this webpage with them.
If the event is cancelled or changed, will Portico reimburse my hotel costs and travel expenses?
In the event of a change or cancellation, Portico cannot reimburse participants for hotel or travel costs.
Do I need my ticket?
No. You do not need to present your Eventbrite ticket on the day of the event.
Questions?
Contact the Portico Customer Care Center at 800.352.2876 or myPortico@PorticoBenefits.org
Important Disclosure
The information provided is for general informational purposes only and is not intended to be a substitute for individualized tax, legal or investment planning advice.
Organized by
As an ELCA ministry, Portico offers health, flexible spending, retirement, disability, and survivor plans to help rostered leaders and lay employees strengthen their well-being. By living well as whole people of God, we believe we can better enhance the lives of others.